What if your 401k suddenly included high-risk investments you didn’t fully understand? This episode of The Heart of Your Money dives into the controversial inclusion of private equity in retirement plans. Joe Yocavitch breaks down what private equity really means, who it’s suited for, and why it may be too risky for those nearing retirement. From hidden fees to long-term lockups, they explore the real-world implications and the importance of personalized financial planning.

Ready to connect with Joe? Click here to get started.

Follow us on social media: Facebook | LinkedIn